Here at Optimal Choice Insurance, we work diligently to obtain an accurate, timely and informed quote. We work closely with our clients to ensure you are getting the BEST package for your company or family. Our quotes will be underwritten, thorough, and we will provide you with all the information necessary to make this very important decision.
What information do I need for my quote?
There will be several key elements to getting the most accurate quote for your company! In this case the more information the more accurate!!!!
There will be several key elements to getting the most accurate quote for your company! In this case the more information the more accurate!!!!
On the Employer side
Full company name
Full Address
Phone
contact email
EIN Number
Effective date
Any prior coverage?
Claims report from any prior insurance company
Full company name
Full Address
Phone
contact email
EIN Number
Effective date
Any prior coverage?
Claims report from any prior insurance company
On the Employee Side
A detailed company census.
*each of the subsections should be in a separate column in excel.
Last Name
First Name
MI
Social security number
date of birth
street address
city
state
zip code
medical (Election or waive)
dental (election or waive)
Vision (election or waive)
We can provide a template of the spreadsheet for your convenience
*Should any dependents need coverage, their information should also be included.
A detailed company census.
*each of the subsections should be in a separate column in excel.
Last Name
First Name
MI
Social security number
date of birth
street address
city
state
zip code
medical (Election or waive)
dental (election or waive)
Vision (election or waive)
We can provide a template of the spreadsheet for your convenience
*Should any dependents need coverage, their information should also be included.
Optimal Choice Insurance will safeguard your company's and your employees' information 100% of the time. Our systems are protected with the latest safeguards, VPN, and password protected emails for privacy! You can be confident that we will never store, solicit, or sell any of your information... EVER.